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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1176
Webster Bank
Connecticut
$560K -$3.98K -25 -0.6%
MA
1177
MONECO Advisors
Connecticut
$557K +$33.3K +209 +6%
ACP
1178
Aviance Capital Partners
Florida
$556K -$63.7K -400 -9%
WWP
1179
Wise Wealth Partners
Arizona
$552K – – –
ZIG
1180
Zuckerman Investment Group
Illinois
$552K +$31.7K +199 +6%
CWS
1181
Confluence Wealth Services
Pennsylvania
$551K +$157K +984 +35%
KJWM
1182
Kiley Juergens Wealth Management
Washington
$551K +$604K +3,792 New
PIA
1183
Perennial Investment Advisors
California
$550K +$4.46K +28 +0.7%
MIM
1184
MTM Investment Management
South Carolina
$549K -$7.96K -50 -1%
OFS
1185
OneAscent Financial Services
Alabama
$547K +$228K +1,429 +61%
FCCM
1186
First City Capital Management
Georgia
$546K -$71.7K -450 -11%
GWCM
1187
Godshalk Welsh Capital Management
Pennsylvania
$546K – – –
HCMT
1188
Highland Capital Management (Tennessee)
Tennessee
$546K – – –
DM
1189
Diversified Management
Wisconsin
$546K +$20.9K +131 +4%
FWA
1190
FSM Wealth Advisors
Ohio
$545K -$18.2K -114 -3%
SWA
1191
Stratos Wealth Advisors
Ohio
$542K +$637 +4 +0.1%
BWM
1192
Bosman Wealth Management
California
$538K – – –
JCM
1193
J2 Capital Management
Michigan
$538K +$115K +725 +24%
BCB
1194
Brian C. Broderick
$537K – – –
AHB
1195
Abner Herrman & Brock
New Jersey
$537K -$83.8K -526 -12%
ACG
1196
Allen Capital Group
Nebraska
$535K -$36K -226 -6%
SRC
1197
Shufro Rose & Co
New York
$535K – – –
CIA
1198
Compass Ion Advisors
Pennsylvania
$535K +$796 +5 +0.1%
BMCM
1199
Burns Matteson Capital Management
New York
$531K – – –
FG
1200
Fiduciary Group
Georgia
$531K – – –
46 47
48
49 50